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iShares Future Exponential Technologies ETF

247 hedge funds and large institutions have $2.58B invested in iShares Future Exponential Technologies ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 92 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

821% more call options, than puts

Call options by funds: $608K | Put options by funds: $66K

21% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 19

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1% more funds holding

Funds holding: 245247 (+2)

0.19% less ownership

Funds ownership: 74.73%74.54% (-0.19%)

2% less capital invested

Capital invested by funds: $2.62B → $2.58B (-$40.6M)

29% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 92

Holders
247
Holders Change
+2
Holders Change %
+0.82%
% of All Funds
3.56%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
65
Reduced
92
Closed
19
Calls
$608K
Puts
$66K
Net Calls
+$542K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
26
Berger Financial Group
Minnesota
$6.98M +$6.87M +117,076 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$6.46M +$301K +5,135 +5%
VCS
28
Vaughan & Co Securities
New Jersey
$5.8M -$7.75K -132 -0.1%
CWP
29
Concord Wealth Partners
Virginia
$5.72M -$931K -15,854 -14%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.42M -$870K -14,813 -14%
CIBC World Market
31
CIBC World Market
Ontario, Canada
$5.37M -$1.5M -25,597 -22%
BC
32
Barrett & Company
Rhode Island
$5.33M +$181K +3,089 +4%
DWP
33
Daymark Wealth Partners
Ohio
$5.04M +$20.9K +356 +0.4%
DWP
34
Destiny Wealth Partners
Florida
$4.96M +$30.8K +525 +0.6%
CAMV
35
Concord Asset Management (Virginia)
Virginia
$4.95M -$617K -10,503 -11%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.54M +$144K +2,446 +3%
BCM
37
Brookstone Capital Management
Illinois
$4.4M +$371K +6,320 +9%
Truist Financial
38
Truist Financial
North Carolina
$4.12M +$82.8K +1,410 +2%
Osaic Holdings
39
Osaic Holdings
Arizona
$4.04M +$1.06M +17,991 +36%
RJA
40
Raymond James & Associates
Florida
$3.89M +$53.7K +915 +1%
ECM
41
Evergreen Capital Management
Washington
$3.77M -$3.08M -52,463 -45%
CCA
42
Clearwater Capital Advisors
Illinois
$3.74M +$372K +6,335 +11%
FFM
43
Forum Financial Management
Illinois
$3.7M +$3.64M +61,997 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.21M +$283K +4,824 +10%
MOS
45
MGO One Seven
Ohio
$3M +$2.96M +50,378 New
CGA
46
Crescent Grove Advisors
Illinois
$2.98M -$474K -8,075 -14%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.93M +$1.64M +27,958 +133%
VA
48
Valmark Advisers
Ohio
$2.92M +$58.6K +998 +2%
BSSFA
49
Baron Silver Stevens Financial Advisors
Florida
$2.91M +$246K +4,184 +9%
IWC
50
Integrated Wealth Concepts
Massachusetts
$2.76M -$573K -9,764 -17%

XT Hedge Fund Activity: Q1 2024 in Review

247 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Future Exponential Technologies ETF (XT) for Q1 2024, worth a combined $2.58B — down 1.6% from $2.62B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new XT positions and 19 closed out — a net gain of 4 holders — while 65 added to existing stakes and 92 trimmed.

The largest buyer was UBS Group, adding an estimated $16M. The largest seller was Jane Street, cutting an estimated $20.2M.

  • 247 institutional investors held iShares Future Exponential Technologies ETF (XT) as of Q1 2024, up from 245 in Q4 2023.
  • Funds reported $2.58B of iShares Future Exponential Technologies ETF stock for Q1 2024, down 1.6% quarter-over-quarter.
  • 23 funds opened new iShares Future Exponential Technologies ETF positions in Q1 2024 and 19 closed out, a net change of +4 holders.
  • The largest iShares Future Exponential Technologies ETF buyer in Q1 2024 was UBS Group, an estimated $16M added.
  • The largest iShares Future Exponential Technologies ETF seller in Q1 2024 was Jane Street, an estimated $20.2M sold.

Based on aggregated 13F filings for Q1 2024.